We believe that sustainable wealth creation is the result of time, temperament, and talent, methodically weaved into the portfolio management process.

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Time

We believe time and compounding are powerful tools towards achieving superior, long-term wealth accumulation.

Talent

We believe portfolio managers with superior skill and broad experience add considerable value to the overall investment process.

Temperament

We believe that a mindset for forming researched conclusions, resistant to confusing headline noise, creates a distinct performance edge.

The integration of non-subjective rules creates a sophisticated risk management platform

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Simple, Objective Rule

Our approach relies on the integration of simple, objective rules developed over years of experience and evaluation.

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Sophisticated Risk Management Platform

The integration of non-subjective rules creates a sophisticated risk management platform.

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Informed Exposures

Our risk management platform provides a “weight of the evidence” approach to objectively evaluate the investment backdrop and systematically adjust risk exposures

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Compounding Wealth

Our process is designed to generate attractive risk-adjusted returns that dampen the

Vineyard aims to deliver persistent, low-volatility returns through investing in high-quality companies that share targeted valuation and profitability characteristics.

Our value investing methodology is combined with a proprietary, rules-based approach to adjust exposure levels dynamically toward reaching the goal of portfolio resiliency.

The integration of non-subjective rules creates a sophisticated risk management platform

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